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We want to investigate using anonymous collaboration for a multi-step review process. We currently have a form that was done in 4.0 and uses form sharing for this, but we are experiencing issues with the workflow when done this way.

Can anyone point us to the right page/s or documentation to work out how we can set up a more sturdy process using collaboration and/or form bundling, please.

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    4 answers

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      Hi Lin,

      Can you please tell me what version of TM you are running? Some of the samples will only work on later versions. There are a number of helper methods that have been introduced since 4.0 that will assist you in creating you jobs.

      The documentation can be found here Job Basics. I would read the Form Design and the Composer documentation.

      Next the I would look at the Anonymous Tasks Example 1, which is the equivalent of the Job Example 1 / 1 Step User Review example. It shows the action properties required for creating anonymous tasks as apposed to an authenticated user or group task.

      You could then changing the Multi Step Group Review Job to work anonymously.

      Cheers

      Larry Bunton

      Transact Product Specialist.

       

      1. Don Sibley

        Hi Larry Bunton , I work with Lin and have implemented and tested the anonymous example in our system and it works as described. I have an issue where I now have gone to expand that example to have 2 more steps for the form to pass through for the purpose of multi-step review process Form filler > Business unit senior manager > Business unit director > Financial Delegate. I have all the visibility set and working. The issue I have is that after the first step no data is retained from 'Business unit senior manager' step onward. I think this is to do with; "{ "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }," That is each steps actions, but what should I be doing so the information is retained in all steps? Here is the code for referece: { "jobDetails": { "name": "Training fund Application", "processSubmitImmediate": false, "version": "SNAPSHOT" }, "steps": [ { "name": "Application Start", "type": "start", "actions": [ { "name": "Accept Quote", "type": "Job Form Start", "properties": [ { "name": "Process Message Send Email", "value": "true" }, { "name": "Process Message Text", "value": "Thank you ${formDataMap.firstName} ${formDataMap.lastName} your ${submission.formName} is being processed." } ] } ], "routes": [ { "name": "Default", "nextStep": "Business Unit Senior Manager" } ] }, { "name": "Business Unit Senior Manager", "type": "", "actions": [ { "name": "Assign Review", "type": "Job Task Assign", "properties": [ { "name": "Task Assign Email", "value": "${formDataMap.BusinessUnitSeniorManagerEmail}" }, { "name": "Task Form Code", "value": "$func.startFormCode()" }, { "name": "Task Message", "value": "Please review the ${submission.formName} by ${formDataMap.firstName} ${formDataMap.lastName}." }, { "name": "Task Subject", "value": "Review ${submission.formName} by ${submission.contactEmailAddress}." }, { "name": "Task Assign Portal", "value": "ACT Government internal forms" }, { "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }, { "name": "Task Attachments Submission Step", "value": "Application Start" }, { "name": "Task Send Email", "value": "true" }, { "name": "Task Email Message", "value": "<p>${formDataMap.firstName} ${formDataMap.lastName} has submitted an Access Canberra Training Fund Application</p><p>$!{formDataMap.BusinessUnitSeniorManagerEmailMessage}</p><p>Please open the form at:</p><p> <a href=\"${formUrl}\">${formUrl}</a>.</p>" }, { "name": "Task Email Subject", "value": "${formDataMap.firstName} ${formDataMap.lastName} has submitted an Access Canberra Training Fund Application" }, { "name": "Task Type", "value": "Anonymous" } ] }, { "name": "Review Wait", "type": "Job Task Wait" } ], "routes": [ { "name": "Default", "nextStep": "Business Unit Director" } ] }, { "name": "Business Unit Director", "type": "", "actions": [ { "name": "Assign Review", "type": "Job Task Assign", "properties": [ { "name": "Task Assign Email", "value": "${formDataMap.BusinessUnitDirectorEmail}" }, { "name": "Task Form Code", "value": "$func.startFormCode()" }, { "name": "Task Message", "value": "Please review the ${submission.formName} by ${formDataMap.BusinessUnitSeniorManagerfirstName} ${formDataMap.BusinessUnitSeniorManagerlastName}." }, { "name": "Task Subject", "value": "Review ${submission.formName} by ${submission.BusinessUnitSeniorManagercontactEmailAddress}." }, { "name": "Task Assign Portal", "value": "ACT Government internal forms" }, { "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }, { "name": "Task Attachments Submission Step", "value": "Application Start" }, { "name": "Task Send Email", "value": "true" }, { "name": "Task Email Message", "value": "<p>${formDataMap.BusinessUnitSeniorManagerfirstName} ${formDataMap.BusinessUnitSeniorManagerlastName} has submitted an Access Canberra Training Fund Application</p><p>$!{formDataMap.BusinessUnitDirectorEmailMessage}</p><p>Please open the form at:</p><p> <a href=\"${formUrl}\">${formUrl}</a>.</p>" }, { "name": "Task Email Subject", "value": "${formDataMap.BusinessUnitSeniorManagerfirstName} ${formDataMap.BusinessUnitSeniorManagerlastName} has submitted an Access Canberra Training Fund Application" }, { "name": "Task Type", "value": "Anonymous" } ] }, { "name": "Review Wait", "type": "Job Task Wait" } ], "routes": [ { "name": "Default", "nextStep": "Finacial Delegate" } ] }, { "name": "Finacial Delegate", "type": "", "actions": [ { "name": "Assign Review", "type": "Job Task Assign", "properties": [ { "name": "Task Assign Email", "value": "${formDataMap.FinacialDelegateEmail}" }, { "name": "Task Form Code", "value": "$func.startFormCode()" }, { "name": "Task Message", "value": "Please review the ${submission.formName} by ${formDataMap.BusinessUnitDirectorfirstName} ${formDataMap.BusinessUnitDirectorlastName}." }, { "name": "Task Subject", "value": "Review ${submission.formName} by ${submission.BusinessUnitDirectorEmail}." }, { "name": "Task Assign Portal", "value": "ACT Government internal forms" }, { "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }, { "name": "Task Attachments Submission Step", "value": "Application Start" }, { "name": "Task Send Email", "value": "true" }, { "name": "Task Email Message", "value": "<p>${formDataMap.BusinessUnitDirectorfirstName} ${formDataMap.BusinessUnitDirectorlastName} has submitted an Access Canberra Training Fund Application</p><p>$!{formDataMap.FinacialDelegateEmailMessage}</p><p>Please open the form at:</p><p> <a href=\"${formUrl}\">${formUrl}</a>.</p>" }, { "name": "Task Email Subject", "value": "${formDataMap.BusinessUnitDirectorfirstName} ${formDataMap.BusinessUnitDirectorlastName} has submitted an Access Canberra Training Fund Application" }, { "name": "Task Type", "value": "Anonymous" } ] }, { "name": "Review Wait", "type": "Job Task Wait" } ], "routes": [ { "name": "Approve", "nextStep": "Application Delivery" }, { "name": "Reject", "nextStep": "Application Rejected" } ] }, { "name": "Application Delivery", "type": "", "actions": [ { "name": "Application Delivery", "type": "Job Delivery" }, { "name": "Application Delivery Wait", "type": "Job Delivery Wait" } ], "routes": [ { "name": "Default", "nextStep": "Application Completed" } ] }, { "name": "Application Completed", "type": "endpoint", "actions": [ { "name": "Process Message", "type": "Job Process Message", "properties": [ { "name": "Process Message Send Email", "value": "true" }, { "name": "Process Message Submission Step", "value": "Application Start" }, { "name": "Process Message Text", "value": "Thank you ${formDataMap.firstName} ${formDataMap.lastName} your ${submission.formName} has been Approved." } ] } ] }, { "name": "Application Rejected", "type": "endpoint", "actions": [ { "name": "Process Message", "type": "Job Process Message", "properties": [ { "name": "Process Message Send Email", "value": "true" }, { "name": "Process Message Submission Step", "value": "Application Start" }, { "name": "Process Message Text", "value": "Sorry ${formDataMap.firstName} ${formDataMap.lastName} your ${submission.formName} has been declined." } ] } ] } ] }

      2. Larry Bunton

        see comment below Cheers Larry

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      Hi Lin,

      Here is a good place to start

      Avoka Transact Collaboration Jobs

      This section of the KB covers Collaborations Jobs and also includes examples, including a Anonymous Tasks Example 1.

      Josh

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        Hi Don,

        With regards to how to specify the xml from the previous task.

        The following will always get the form XML from the initial submission. Which is not what you want.

        "{ "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }," 

         

        Where you have many steps I would recommend the following API  to get the XML from the previous steps submission.

        "{ "name": "Task Form XML Data", "value": "$func.previousSubmissionXml()" },"

         

        In Later API's TM 4.3+ this can be used.

        "{ "name": "Task Form XML Data", "value": "$func.stepOrPreviousSubmissionXml()" }," 

         

        For a list of all the $func methods please refer to the JobFunction class in the Transact Javadoc API.

        Cheers

        Larry Bunton

        1. Don Sibley

          Thanks Larry Bunton, I will give this a go. appreciate your assistance!

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        We're now using Composer and TM 4.3.2.

        Thanks for the links. We'll make some time in a couple of weeks to really look at this and will possibly have more questions then.

         

        Cheers,

        Lin

         

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